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  • HSA Resources
    • HSA Video Library
    • HSA Tools and Calculators
    • HSA Forms and Online Resources
    • HSA Frequently Asked Questions
    • HSA IRS Limits
  • FSA Resources
    • FSA Video Library
    • FSA Tools and Calculators
    • FSA Forms and Online Resources
    • FSA Frequently Asked Questions
  • HRA Resources
    • What is an HRA?
    • HRA Frequently Asked Questions
    • HRA Plan vs. HSA Plan Calculator

FSA Eligible Expenses and Items
HSA Resources

HSA Forms and Online Resources

The links below are provided for your benefit and M&T Insurance Agency Online Portal does not guarantee the accuracy of the information provided: 


 IRS -  Form 1099-SA (Distributions) 

 IRS -  Form 5498-SA (Contributions) 

 IRS - Instructions: 1099-SA/5498-SA 

 IRS - Form 8889 (HSA)

 IRS - Publication 969 - PDF Format

 U.S. Treasury Resource Center > Health Savings Accounts

 Designation of Beneficiary 

 Additional Debit Card Request - Authorized User 

 Direct Deposit Sign Up 

 Roll Over Certification 

 IRA Rollover Form 

 Transfer Form 

 Prior Year Contribution Form 



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